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McCarthy & Cox Retirement and Estate Specialists, LLC

OwnerMcCarthy & Cox Retirement & Estate Specialists LLC

About McCarthy & Cox Retirement and Estate Specialists, LLC

McCarthy & Cox Retirement and Estate Specialists, LLC is listed as Owner at McCarthy & Cox Retirement & Estate Specialists LLC in Marysville, OH. Form ADV reports a beneficial ownership band of 25-50%.

Reported ownership

Owns 25-50% of McCarthy & Cox Retirement & Estate Specialists LLC
Ownership band reported on Form ADV Schedule B

Frequently asked questions

Where does McCarthy & Cox Retirement and Estate Specialists, LLC work?

McCarthy & Cox Retirement and Estate Specialists, LLC is listed as Owner at McCarthy & Cox Retirement & Estate Specialists LLC on SEC Form ADV.

How much of McCarthy & Cox Retirement & Estate Specialists LLC does McCarthy & Cox Retirement and Estate Specialists, LLC own?

Form ADV reports a beneficial ownership band of 25-50%.

McCarthy & Cox Retirement & Estate Specialists LLC

TitleOwner
Ownership25-50%
Control personYes
Since2026